The (LF) Income Plus $ mutual fund invests in short-term bonds, money market instruments and deposits denominated in US dollars. It is authorised in Luxembourg.
Investment objective
It aims to achieve returns higher than current money market interest rates. It invests in government and corporate bonds, deposits and money market instruments in US dollars.
It may also invest in bond ETFs.
The (LF) Income Plus $ mutual fund may invest over 35% of its assets in US government bonds.
Its portfolio aims to maintain a duration lower than 3 years. It may not invest in equities.
It may invest in derivative financial instruments for the purposes of efficient portfolio management and/or hedging.
Investor profile
The (LF) Income Plus $ mutual fund is intended for investors with a short or medium term investment horizon who seek to combine:
- Returns higher than current money market interest rates.
- Low fluctuation.
- Immediate liquidity.
This is a marketing communication. Please refer to the Prospectus of the Fund and the PRIIP KID before making any final investment decisions.